Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCORF (Canaccord Genuity Group Inc) | 18.14% | 50.81% | 17.47% | 0.89% | 13.68% | 0.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCORF (Canaccord Genuity Group Inc) | 06/25/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.52 | 50.81 | 17.47 | 0.89 | 13.68 | 0.58 | NA | … | … | 18.14 | 22.00 | 27.39 | -3.92 | -46.17 | 40.11 | 143.74 | -8.78 | -5.74 | 32.55 | -0.84 | -44.23 | 10.50 | 0.31 | -14.62 | -43.07 | 47.60 | 234.33 | -61.74 |
| Sharpe Ratio | NA | 0.88 | 0.30 | -0.05 | 0.32 | NA | NA | … | … | 0.99 | 0.50 | 0.70 | -0.18 | -0.94 | 1.08 | 2.45 | -0.31 | -0.17 | 0.84 | -0.02 | -0.86 | 0.21 | 0.00 | -0.28 | -0.98 | 1.31 | 3.58 | -0.92 |
| Standard Deviation(%) | NA | 38.96 | 35.52 | 40.43 | 41.93 | NA | NA | … | … | 32.75 | 38.55 | 34.00 | 42.11 | 50.63 | 37.25 | 58.16 | 33.09 | 41.08 | 38.02 | 48.25 | 51.36 | 49.70 | 56.28 | 53.68 | 43.99 | 36.19 | 65.44 | 92.65 |
| Draw Down(%) | NA | 22.89 | 32.39 | 62.85 | 62.85 | NA | NA | … | … | 16.12 | 22.89 | 17.98 | 42.51 | 60.88 | 18.32 | 46.59 | 30.11 | 29.09 | 34.41 | 27.84 | 52.98 | 56.91 | 36.83 | 48.69 | 56.67 | 24.54 | 11.82 | 65.60 |
| Yield(%) | 0.00 | 3.71 | 3.70 | 2.37 | 5.23 | 1.38 | 2.20 | … | … | 0.75 | 3.51 | 4.37 | 4.22 | 2.13 | 3.52 | 5.71 | 2.35 | 2.58 | 2.87 | 0.00 | 2.41 | 3.40 | 2.84 | 3.62 | 2.49 | 1.75 | 5.30 | 1.38 |
Data as of 06/04/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCORF (Canaccord Genuity Group Inc) |
-29.10%
May 2014 – May 2017 |
-26.97%
Feb 2011 – Feb 2016 |
-9.51%
Mar 2010 – Mar 2020 |
-1.07%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCORF (Canaccord Genuity Group Inc) |
46.05%
Dec 2018 – Dec 2021 |
34.84%
Nov 2016 – Nov 2021 |
16.92%
Feb 2016 – Feb 2026 |
7.50%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart